Quick Checklist for Tax Preparation

* SUBMIT COPIES of you tax docuements to the office (keep your originals)

OPEN and REMOVE all documents from envelopes 

VERIFY the information is CORRECT 

* Freelance/Side Business ~ complete the P&L worksheet (see side tab)

* Rental Property ~ complete the Rental Property worksheet (see side tab)

* Only send YEAR-END statements (no quarterly or monthly statements)

DO NOT FAX/EMAIL documents ~ send all documents with tracking

* UPDATE your information by completing the Client Contact Information sheet   

* Include your driver's license information (copy of front and back-back for NY only)

* Separate all children/dependents documents

* Do not send duplicate copies (as this may result in an error of duplicate submission)


Here is a quick checklist for your tax preparation - please note that NOT ALL of the items will pertain to you (we recommend you look in your prior year's tax folder to see what you might have included):



 Social Security Income (1099-SSA)

 1099's ~

               1099-INT ~ Interest Income (i.e. bank interest)

               1099-DIV ~ Dividends and Distributions

               1099-NEC ~ Nonemployee Compensation (include expense sheet)

               1099-R ~ Distributions from Pensions, Annuities, Retirement...

               1099-G ~ Certain Government Payments/Gambling Winnings

               1099-SA~Distributions from HSA, Archer MSA or Medicare Advantage MSA

W-2G (Gambling Winnings)

 1099-B (Capital Gains/Losses ~ be sure cost basis is provided)

 Form 1098 ~ Mortgage Interest 

 Real Estate Taxes (if not listed on your mortgage statement)

 Charitable Donations (these are the only receipts you need to submit)

 Educations Expenses ~ Form 1098-T

 529 Contributions (College Savings) ~ contributions/distributions

 Form 1098-E ~ Student Loan Interest 

 Childcare (Provider's name, address and EIN/SS#)

 K-1 (Investment in partnerships/corporations)

 Freelance/Side business (income and expenses)

 Rental Property (income and expenses)


*Medical Expenses (only if they exceed 10% of your adjusted gross income)

*Driver's License Information (include this on your client contact sheet)

*Updated bank information (include this on your client contact sheet)